I'm
Serena!

Executive Personal Wealth Manager at AIA

Profile

I'm a Executive Personal Wealth Manager

My expertise

My role as a professional consultant - First and foremost, I help my clients lay a strong foundation by taking care of their protection and their family's health insurance needs. Once that is achieved, I provide comprehensive solutions to strategise and accelerate their wealth. Even when they are not working, their money works hard for them and ensures longevity through the generations. My goal is to enable them to enjoy their golden years knowing that their health and wealth is well taken care of.

Name:
Serena Lim
Location:
Singapore

About me

The decision I made in December 2003 to be a Financial Planner has been the highlight of my career. The financial know-how and interpersonal skills I had amassed working in the bank prior to joining the insurance industry has been a definite advantage.

I believe in playing an active role in my clients’ financial planning as well as touching lives through their life journey. Although proficient in many aspects of financial planning, my specialty lies in income Replacement and family protection as I strongly believe in the importance of financial stability even in the face of adversity.

email

Serena.lim@aia.com.sg Call now

My Motto is towards clients’ satisfaction and recognition of my diligence and commitment to this profession.

My hobbies: Travelling & Watching Movies